Filed April 29, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COAMPNY Service code 13 · EIN 42-0127290 | Contract Administrator | $52,258 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $43,747 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 · EIN 33-0785439 | Contract Administrator | $6,442 |
Filed as: ALLIANT INSURANCE SERVICES, LLC Service code 13 | Contract Administrator | $5,907 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,339 | $102,661-37.3% | $151,645-57.6% | $66,949-3.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.27% | -10.81%-4.5pp | 3.34%-18.6pp | 1.57%-16.8pp |
| Employer contribution / active EE | $5,957 | $4,184+42.4% | $6,165-3.4% | $2,545+134.0% |
| Participant deferral / active EE | $9,061 | $6,645+36.4% | $8,363+8.4% | $4,239+113.8% |
| Admin fee / account holder | $525 | $630-16.7% | $11,614-95.5% | $594-11.5% |